Engagement Letter Software

Engagement letters and retainer agreements pile up fast across a busy practice, and each one carries its own scope, term, and fee schedule. Contracko reads every letter on upload and files it in one repository with the client, dates, and fee terms already extracted, so you always know which engagements are live. That gives the partners and the back office a single, current view instead of scattered signed PDFs.

Yes, and that is exactly where firms quietly lose revenue. Contracko captures fee escalation dates, annual rate adjustments, and renewal points from each engagement letter and reminds you ahead of time, with alerts that sync to your calendar. So when a retainer is due for its yearly increase, you act on it instead of billing last year's rate by default.

Yes. Accounting firms and legal practices run on the same rhythm of recurring engagements, defined scope, and fee terms that change over time, and Contracko is built for exactly that pattern. Whether you manage audit engagement letters, advisory retainers, or client matter terms, the repository, AI extraction, and renewal reminders work the same way. It fits a small practice without the long rollout of an enterprise system.

Pulling up one client's terms should not mean digging through folders. Contracko indexes the client on every engagement, so a search by client name brings up all their letters and current terms in one view. When you need a specific clause, like a particular fee or scope provision, full-text clause search finds the exact language across every engagement you hold.

Client engagement terms carry confidential financial and commercial detail, so Contracko keeps them on EU-based infrastructure with encryption and role-based access that limits each letter to the right people in the firm. The AI providers we use to extract terms do not train their models on your client data, so nothing leaves your control. You can run a free trial and load real engagement letters to confirm it all before committing.